| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 8,478 | $318,531.03 | $302,155.92 | -$16,375.11 | -5.14% |
Walter J. West Milestone Asset Management LLC | 39,408 | $1.62M | $1.4M | -$216,846.05 | -13.37% |
Moises Valladares Insigneo Advisory Services LLC | 355,281 | $17.9M | $12.66M | -$5.24M | -29.26% |
John Canning Mi LLCreek Capital Advisors LLC | 75,523 | $3.22M | $2.69M | -$528,640.76 | -16.42% |
| NH Nathaniel Holden Core Wealth Partners LLC | 34,230 | $1.87M | $1.22M | -$652,318.28 | -34.84% |
Michael Radoff LGT Financial Advisors LLC | 858 | $40,771.7 | $30,579.12 | -$10,192.58 | -25% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,837 | $409,682.26 | $398,151.38 | -$11,530.88 | -2.81% |
Brendan G. Moody Watershed Private Wealth LLC | 28,102 | $1.2M | $1M | -$195,237 | -16.31% |
Jarrod Musick Destiny Capital Corp./ Co. | 59,484 | $2.43M | $2.19M | -$245,782.7 | -10.1% |
Robert B. LaRue Owen LaRue LLC | 22,452 | $861,031.86 | $800,189.28 | -$60,842.58 | -7.07% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,240 | $433,535.12 | $368,025.6 | -$65,509.52 | -15.11% |
Richard W. Lowrie Park Edge Advisors LLC | 24,009 | $1.47M | $855,680.76 | -$613,922.63 | -41.77% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 40,550 | $2.27M | $1.45M | -$828,628.3 | -36.44% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,793 | $183,192.17 | $170,822.52 | -$12,369.65 | -6.75% |
Paul B. Ordonio Park Place Capital Corp. | 1,360 | $59,726.69 | $48,456.8 | -$11,269.89 | -18.87% |
Jeffrey Steele Silverlake Wealth Management LLC | 9,127 | $437,245.33 | $335,325.98 | -$101,919.35 | -23.31% |
Jill Batley Gateway Wealth Partners LLC | 49,660 | $2.29M | $1.77M | -$515,525.37 | -22.56% |
David Kronour Kapstone Financial Advisors LLC | 77,664 | $3.39M | $2.86M | -$532,201.62 | -15.7% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 11,360 | $568,694.6 | $408,278.4 | -$160,416.2 | -28.21% |
Gregory Turcotte Alpha Financial Partners LLC | 19,888 | $890,427.2 | $714,774.72 | -$175,652.48 | -19.73% |